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Series Portfolios Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 801k 25.51
2023-12-31 $19M 739k 25.41
2023-09-30 $4.9M 194k 25.31

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for AE Wealth Management

Top funds holding Series Portfolios Tr

AE Wealth Management
Bienville Capital Management
Jane Street
Schechter Investment Advisors
Black Swift Group
Centennial Wealth Advisory
Valeo Financial Advisors
Mid-American Wealth Advisory Group
Lloyd Advisory Services
Branch Banking & Trust Company
Authentikos Wealth Advisory
Envestnet Asset Management
Morgan Stanley
Royal Bank of Canada
Nordwand Advisors

View all funds holding Series Portfolios Tr